Martin Moser is a CFA-designated registered investment advisor at Arcataur Capital Management LLC, based in Milwaukee, WI, with 7 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 230 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arcataur Capital Management charges a percentage of the value of your portfolio each year. The specific rate depends on the type of portfolio and the amount you invest. Here's a breakdown:
- Large Cap Equity Portfolios:
- Under $1 million: 0.85%
- $1 million to $5 million: 0.80%
- $5 million to $10 million: 0.75%
- Over $10 million: 0.70%
- Investment Grade Fixed Income Portfolios:
- Under $1 million: 0.60%
- $1 million to $5 million: 0.55%
- $5 million to $10 million: 0.50%
- Over $10 million: 0.45%
- Managed Balance Portfolios (Equities, ETFs, Fixed Income):
- Under $1 million: 0.80%
- $1 million to $5 million: 0.75%
- $5 million to $10 million: 0.70%
- Over $10 million: 0.65%
- Managed Balance Portfolios (ETFs and Fixed Income only):
- Under $3 million: 0.60%
- $3 million to $5 million: 0.55%
- $5 million to $10 million: 0.50%
- Over $10 million: 0.45%
All fees are subject to negotiation.
Location
826 North Plankinton Avenue, Suite 300, Milwaukee, WI, 53203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Arcataur Capital Management LLC
State Registrations1 state
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